See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BENESYS, INC.4+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $24,576 |
VERUS3 years Filed as: VERUS ADVISORY, INC. Service code 17 · EIN 91-1320111 | Pension Consulting | $17,500 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $17,079 |
Service code 29 · EIN 94-2576729 | Legal | $8,240 |
COMERICA BANK2 years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $5,518 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,604 | $66,601-42.0% | $92,893-58.4% | $67,579-42.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 2.89% | 92.58%-89.7pp | 109.41%-106.5pp | 378.56%-375.7pp |
| Employer contribution / active EE | $5,833 | $2,775+110.2% | $3,653+59.7% | $2,148+171.6% |
| Participant deferral / active EE | $755 | $3,157-76.1% | $4,236-82.2% | $3,539-78.7% |
| Admin fee / account holder | $150 | $199-24.7% | $5,794-97.4% | $142+5.3% |